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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
576
Parisi Gray Wealth Management
New Jersey
$678K -$67.5K -1,912 -9%
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$678K +$249K +7,064 +60%
BWM
578
Baystate Wealth Management
Massachusetts
$675K +$7.2K +204 +1%
VNA
579
Valley National Advisers
Pennsylvania
$671K -$3.25K -92 -0.5%
HCM
580
HMS Capital Management
Tennessee
$668K
WS
581
Wedbush Securities
California
$665K +$42.4K +1,200 +7%
PPCM
582
Pillar Pacific Capital Management
California
$663K
WB
583
WesBanco Bank
West Virginia
$662K +$2.4K +68 +0.4%
LW
584
Linscomb Wealth
Texas
$660K -$2.82K -80 -0.4%
CF
585
Centaurus Financial
California
$660K +$301K +8,528 +87%
BSA
586
Braun Stacey Associates
New York
$657K -$59.9K -1,696 -8%
PBO
587
Peoples Bank (Ohio)
Ohio
$651K +$106K +2,996 +20%
WTFG
588
Wells Trecaso Financial Group
Ohio
$647K
FIM
589
Freedom Investment Management
Connecticut
$646K +$89.5K +2,536 +16%
FCB
590
First Command Bank
Texas
$646K +$178K +5,032 +39%
FCFS
591
First Command Financial Services
Texas
$646K +$178K +5,032 +39%
GC
592
Grimes & Company
Massachusetts
$645K -$47.2K -1,336 -7%
WF
593
Welch & Forbes
Massachusetts
$642K -$27.4K -776 -4%
MHS
594
M Holdings Securities
Oregon
$642K -$10.2K -288 -2%
VAM
595
Visionary Asset Management
Texas
$632K +$181K +5,128 +41%
SGAM
596
Steinberg Global Asset Management
Florida
$627K
AFM
597
Andesa Financial Management
Pennsylvania
$619K -$9.88K -280 -2%
CCM
598
Covington Capital Management
California
$612K -$212K -6,000 -26%
MA
599
Mutual Advisors
Nebraska
$610K
CM
600
Columbus Macro
Pennsylvania
$609K -$93.9K -2,660 -14%

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.